Memo – Tax Filing & Tax Payment Deadlines Extended To July 15th, June 30 If NJ Resident
The IRS has extended the due date for your 2019 tax returns to July 15, 2020, June 30 if you are NJ Resident They have also extended the date [...]
About Chris Whalen, CPA
I’m Chris Whalen, CPA. For over thirty years I have been the owner and Managing Member of a Certified Public Accounting and Business Advisory firm providing a full range of income tax, accounting and advisory services for individuals and businesses. I am licensed in all states and serve clients throughout the country but extensively in Red Bank, Middletown, Rumson, Colts Neck, Holmdel, Monmouth County and Ocean County.Podcast – Tax Filing & Tax Payment Deadlines Extended To July 15th.
To read the text version of this podcast click here —> Text Version THIS PODCAST IS OUTDATED WITH THE SUBSEQUENT NEWS THAT THE 2019 TAX FILING DEADLINE HAS BEEN EXTENEDED [...]
QUARANTINED FOR CORONAVIRUS? ORGANIZE YOUR TAX INFO!
Your government ordered Coronavirus Quarantine is a great time to start gathering your income tax data. I prepared the checklist below to help you get started. As always, if [...]
Podcast – Trump Tax Plan Analysis – % Tax Savings 2018 vs 2017
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: Trump Tax Plan Analysis - % Tax [...]
Podcast – IRS Is Increasing Home Visits! How To Avoid Them Knocking On Your Door
To read the text version of this podcast click here —> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – IRS Is Increasing Home Visits! How To Avoid Them Knocking On Your Door
To listen to the podcast version of memo click here —> Podcast Version You may have read in the news lately that the IRS is going to be stepping up [...]
Article – Chris Whalen, CPA Interviewed On Student Loans And Consumer Debt
Please read this informative ROI-NJ article where Chris Whalen, CPA discusses: The Student Loan and Consumer Debt Problem I am mentioned in the middle of the page in the [...]
Podcast – 5 Reasons Why You Should Have A CPA Prepare Your Income Taxes
To read the text version of this podcast click here —> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – 5 Reasons Why You Should Have A CPA Prepare Your Income Taxes
To listen to the podcast version of memo click here —> Podcast Version Let me premise this memo with the following: If you only have W-2s, with no dependents, and [...]
Memo – 2019 NJ Corporate Forms Are NOT Available, Delaying The Processing Of Corporate Returns, as of 2/14/20
The State of NJ HAS APPROVED all major 2019 individual and corporate forms. The table below NO LONGER APPLIES NJ CBT-100 (2019) Corporation Business Tax for 7/31/19 - 6/30/20 [...]
Podcast – Standard Deduction v Itemized Deductions What You Need To Know
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: Standard Deduction V. Itemized Deductions What You [...]
Memo – Independent Contractor Questionnaire From NJ, Fill One Out And See If You Qualify
NJ has started sending out questionnaires to independent contractors they discover during audits of other companies. I know there has been a lot of hysteria regarding the AB5 bill [...]
Interview – Tax and Business Update with Chris Whalen, CPA & David Crossan January 2020
Please listen to this informative podcast / informative, where Chris Whalen, CPA discusses: Tax and Business Update with Chris Whalen, CPA & David Crossan January 2020 Topics: Independent Contractor [...]
Memo – Understanding Charitable Donations Of Cryptocurrency
In 2014, the IRS declared that virtual currency is treated as property for Federal income tax purposes and providing examples of how long standing tax principles applicable to transactions [...]
Podcast – Is Your Income Mostly CASH? Follow These Steps To Legitimize Your Business And Stop Worrying
To read the text version of this podcast click here —> Text Version This podcast is especially for Cash-Based Professionals and Contractors. Click the video below to listen to this [...]
Memo – Is Your Income Mostly CASH? Follow These Steps To Legitimize Your Business And Stop Worrying
To listen to the podcast version of memo click here —> Podcast Version I get calls every day with many varied income tax and business related questions. Quite often, people [...]
Podcast – January 15th, 2020 Is The Last Day That You Can Make An On-Time Estimated Tax Payment For 2019 Income Taxes
To read the text version of this podcast click here —> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – January 15th, 2020 Is The Last Day That You Can Make An On-Time Estimated Tax Payment For 2019 Income Taxes
To listen to the podcast version of memo click here —> Podcast Version This memo is for my self-employed clients and colleagues. Many of you don't know that you need [...]
Memo – Does Your CPA / Tax Preparer Keep Your Personal Data In The Cloud?
Your income tax data is the ultimate prize for an identity thief. Would you be shocked to learn that most CPAs store your tax data in the cloud and [...]
Podcast – Steps To Confirm You Are An Independent Contractor (Subcontractor) Or Are Paying One
To read the text version of this podcast click here —> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]
Memo – Steps To Confirm You Are An Independent Contractor (Subcontractor) Or Are Paying One
To listen to the podcast version of memo click here —> Podcast Version There is much confusion today about who is an employee and who is an Independent Contractor. Yes, [...]
Podcast – The NJ Sweeney Bills (S4204 & A5936), Analysis From The Employer Side
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: The NJ Sweeney Bills (S4204 & A5936), [...]
Podcast – The NJ Sweeney Bills (S4204 & A5936), Analysis and Q & A With A CPA
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: The NJ Sweeney Bills (S4204 & A5936), [...]
Podcast – The 2022 W4 Is Here! Follow This Guide So You Don’t Make A Withholding Mistake
The W4 form had major changes in 2020. There were some slight changes for 2022, but this podcast and information that I posted in 2020 still apply. Click the [...]
Podcast – Youtube Rules Are Changing, Your Gmail, Google Drive & Youtube Accounts May Be At Risk
To read the text version of this podcast click here —> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, [...]
Memo – Youtube Rules Are Changing, Your Gmail, Google Drive & Youtube Accounts May Be At Risk
To listen to the podcast version of memo click here —> Podcast Version Many of you are not aware that there are many changes coming to YouTube, supposedly by December [...]
Podcast – Who Is A Business? Who Is An Employee? NJ Bills (S4204 & A5936)
Click the video below to listen to this episode of The Street Level Business Podcast with Chris Whalen, CPA where he discusses: Who Is A Business? Who Is An Employee? [...]
Podcast – URGENT! NJ Business Owners The Sweeney Bill (S4204/A5936) Must Be Stopped!
To read the text version of this podcast click here ---> Text Version Business Owners, The NJ Sweeney Bill S4204/A5936 will dramatically change how subcontractors are paid in NJ. [...]
Memo – URGENT! NJ Business Owners The Sweeney Bill (S4204/A5936) Must Be Stopped!
To listen to the podcast version of memo click here —> Podcast Version Business Owners, The NJ Sweeney Bill S4204/A5936 will dramatically change how subcontractors are paid in NJ. This [...]
Podcast – Crypto Traders, The IRS Is Gaining Access To Your International Accounts
To read the text version of this podcast click here ---> Text Version Click the video below to listen to this episode of The Street Level Business Podcast with Chris [...]